>> right, my sister was employed. 1963 at compaq. my first job out of college was at compaq, where she was. we were working on a motherboard designed for desktop computers. >> you went to the university of florida, mba from the university of texas. these are not typical schools that silicon valley recruits from, harvard, stanford. is silicon valley missing out on where to recruit from? >> possibly. i went to work on wall street. the university of texas was an odd duckling amongst that group of columbia, harvard. >> you covered compaq, dell, microsoft. tell me about the days as a tech analyst on wall street in the 1990's. >> it was interesting. one of my first vivid experiences was the agenda conference. i remember the first dinner, walking into the tent. back in those days, you look around and there is bill gates and larry ellison, michael dell. you could just walk up and talk to them. it was like, oh my god. >> even back then, did you know they were of greatness?